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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1951
Williams Financial
Vermont
$209K +$197K +1,643 New
TWM
1952
Titus Wealth Management
California
$207K -$316K -2,641 -62%
GWSG
1953
GPS Wealth Strategies Group
Colorado
$207K -$119K -994 -38%
TF
1954
Trek Financial
Arizona
$207K -$7.3K -61 -4%
FCA
1955
FinTrust Capital Advisors
South Carolina
$207K +$24.1K +201 +14%
PCA
1956
Pallas Capital Advisors
Massachusetts
$206K +$177K +1,477 New
LK
1957
Lumbard & Kellner
New Hampshire
$206K +$182K +1,517 New
SCA
1958
STALEY CAPITAL ADVISERS
Pennsylvania
$206K +$194K +1,618 New
HWA
1959
HCR Wealth Advisors
California
$205K -$430K -3,597 -69%
CFG
1960
CKW Financial Group
Hawaii
$205K -$41.2K -344 -18%
AMG
1961
Asset Management Group
Connecticut
$205K +$193K +1,610 New
CT
1962
Columbia Trust
Oregon
$205K +$193K +1,612 New
SICM
1963
Sustainable Insight Capital Management
New York
$204K -$37.6K -314 -16%
RVPG
1964
Relative Value Partners Group
$204K +$192K +1,602 New
XS
1965
XR Securities
Illinois
$203K +$191K +1,592 New
FRM
1966
Foundation Resource Management
Arkansas
$203K +$191K +1,594 New
PP
1967
Pegasus Partners
Wisconsin
$203K +$191K +1,596 New
22CM
1968
20/20 Capital Management
California
$202K +$190K +1,585 New
KWM
1969
Keebeck Wealth Management
Illinois
$202K +$190K +1,587 New
GKWIM
1970
Gerber Kawasaki Wealth & Investment Management
California
$202K +$190K +1,588 New
JBA
1971
Johnson Bixby & Associates
Washington
$201K -$16.8K -140 -8%
IR
1972
IAT Reinsurance
New York
$200K
AS
1973
Altshuler Shaham
Israel
$200K +$188K +1,569 New
BL
1974
Balentine LLC
Georgia
$200K +$188K +1,572 New
LAM
1975
Lountzis Asset Management
Pennsylvania
$200K